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Document Attachment
During Purchase Order data entry, you have the ability to attach an external document to
the purchase order. Some examples are a pdf image of an advertisement, correspondence in a Word document or an Excel spreadsheet. To accomplish this, once the purchase order is open click on the Documents button on the tool bar across the top of your screen. A New Document form will appear with the Source combo box defaulted to PO. The Doc# field will also automatically be populated. At this point you can open Windows Explorer or My Computer and locate the document you wish to attach. Then simply drag and drop the document by placing the cursor over the document name, left click and drag it to the New Document form in GMS. Once the cursor is anywhere on the New Document form, simply let go of the cursor button and the complete file name and path will appear in the File Name field. Then save the document attachment. Another option is to click on the >> symbol to the right of the File Name field and locate the document to be attached. Double left click on the document and then save the document attachment.
Should you wish to add additional documents to the purchase order, click on the New button on the bottom of the form and repeat the attachment process.
Should you wish to view a document already attached to a purchase order, once the purchase order is on the screen click on the Documents button on the tool bar. Select the File list tab and a grid will appear listing all documents currently attached to this purchase order. Highlight the desired file name and click on the View File button at the bottom.
Should you wish to “un-attach” a document from the purchase order, highlight the existing file name and click on the Delete button on the bottom. Note: this step does not delete the document, it merely “un-attaches” it from the purchase order.
During Purchase Order data entry, you have the ability to attach an external document to
the purchase order. Some examples are a pdf image of an advertisement, correspondence in a Word document or an Excel spreadsheet. To accomplish this, once the purchase order is open click on the Documents button on the tool bar across the top of your screen. A New Document form will appear with the Source combo box defaulted to PO. The Doc# field will also automatically be populated. At this point you can open Windows Explorer or My Computer and locate the document you wish to attach. Then simply drag and drop the document by placing the cursor over the document name, left click and drag it to the New Document form in GMS. Once the cursor is anywhere on the New Document form, simply let go of the cursor button and the complete file name and path will appear in the File Name field. Then save the document attachment. Another option is to click on the >> symbol to the right of the File Name field and locate the document to be attached. Double left click on the document and then save the document attachment.
Should you wish to add additional documents to the purchase order, click on the New button on the bottom of the form and repeat the attachment process.
Should you wish to view a document already attached to a purchase order, once the purchase order is on the screen click on the Documents button on the tool bar. Select the File list tab and a grid will appear listing all documents currently attached to this purchase order. Highlight the desired file name and click on the View File button at the bottom.
Should you wish to “un-attach” a document from the purchase order, highlight the existing file name and click on the Delete button on the bottom. Note: this step does not delete the document, it merely “un-attaches” it from the purchase order.
